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You have to indicate in the Pennsylvania section of TurboTax.  In the Pennsylvania return section, look for a screen titled "What kind of retirement income do you have from PA?". Edit the 1099-R line and select "Rollover" or "Conversion" from the description dropdown.

Code W on your W-2 is the HSA contributions. Code D is contributions to your 401(k) plan (including a simple 401(k) plan) and DD is cost of employer-sponsored health coverage.     You do not need to guess at what the codes mean.  On the W-2 entry, enter each code separately.  You can enter more than one line f data.  After completing the first code, select (+) Add another box 12 item, and repeat until you have entered all the data from your W-2.    When you complete the W-2, the HSA info carries over to the HSA section. Do not enter the info from your W-2 again in the HSA section.

This rejection is due to an issue in your federal tax return in HSA & MSA topic. To review and re-submit your return:    1) Navigate to the Deductions and Credits section in Federal. 2) Select the HSA, MSA topic under the medical section. 3) Walk through the topic and review your selections regarding Medicare and HDHP coverage. 4) Once you've reviewed your HSA & MSA entries and confirmed all of your information is correct, then proceed to Finish & File and re-submit your return.    Note: The calculation change may affect the taxpayer's refund or balance due   If this does not resolve your issue, reach out and give us more details.  

@user17753958799 , are you saying that your  form 1116 3e is not reflective of your world income and you are not able to enter an adjustment or what ? If you provide details, I can recreate your scenario -- if that helps.

 In TurboTax in the FILE section of your return, the interview will ask: Request an IRS payment plan This will provide a FORM 9495 This will be filed with your return. You can also go to the IRS website Apply online for a payment plan

The easiest way to see which bank account you selected for your North Carolina tax refund, is by reviewing a copy of your filed tax return (Form D-400). To do this: Sign in to your account. Locate your printed or digital copy of your North Carolina tax return. Look for the "Refund" section. The routing and account numbers you provided for direct deposit will be listed there. Keep in mind that if the banking information is incorrect, the bank will reject the deposit, and the NCDOR will mail a paper check to your address on file.  

@dbe2022 ,   (a) the filing of 3520 is not a tax event -- just informational as outlined by posts above.  since you are below the threshold, you can escape the filing of 3520. (b) the pension income, however is taxable income -- pension just as if you had received a 1099-R. (c) also note that ( assuming your tax home is US ), and US person ( citizen/GC/Resident for tax purposes ), you are subject to FBAR and FATCA regs. Therefore , if you have/ had bank accounts or financial assets in a foreign country,  you may be required to file those forms -- again not tax events.   Is there more one of us can do for you ?

  DianeW777, ‘ Where is “Rental Activity”? In the “Income from Rental or Royalty Property you Own” section. Since I’m not actively managing my rental property, and in the section “So Far You’re not a Real Estate Professional” section, I selected “None of the above” which I’m confirmed that I didn’t spend more than 50% or 750 hrs. a year to manage my rental property. The next step is to confirm rental property address and that’s it. Thanks.

@BuCl The TurboTax desktop editions include one free state program download.  E-filing the state return has a fee that is currently $25.  This is stated on the TurboTax website for the desktop editions (State e-file sold separately) - https://turbotax.intuit.com/personal-taxes/cd-download/ This is not new.  When using the desktop editions there has been a e-file fee for the state tax returns for at least the past 20+ years. To avoid the state e-file charge, you can print and mail the state tax return.

Self-Employed Health Insurance Paid is the amount you spent on health insurance for yourself, your spouse, or dependents if you are self-employed. This amount can lower your taxable income if you qualify.    The deduction is only allowed if your business had a profit and you were not eligible for another employer’s health plan. Last year, your return showed $1 for this deduction, which means you only reported $1 paid for self-employed health insurance. If you did not pay for self-employed health insurance this year, or if you were eligible for another employer’s plan, you will not see a deduction for this year.

Thanks for your awesome response.  You are right.  I should (and will)  go with the safe harbor rule because my income is somewhat unpredictable and uneven.  It also makes sense because my 2026 income is almost certainly going to be much larger than 2025.  I will also use the safe harbor for my state taxes.  It is the same as the 100% federal rule.  I will need to be sure  to set aside enough cash to cover the large tax payments that will be due on both the federal and state returns in April, 2027.    Regarding my concern about an error in the prior tax return impacting the subsequent return, I am not aware of any errors in my returns.  However, taxes and the software are complicated and honest mistakes can happen, though they are rare.   You may not be a CPA but you undoubtedly qualify for an honorary CPA certificate.   Thanks again.  Good luck to you.       

@user17741682416 , ref. my earlier post ,  and because there appears to be no way for you to recognize and  then exclude  "Non-Taxable" income/pension from GoI,  just do not report the income.  But keep your paperwork ( showing the income from GoI ) and  a copy of   US-India Tax Treaty -- specifically article XIX -- to wit: (a) Any pension paid by, or out of funds created by, a Contracting State or a political subdivision or a local authority thereof to an individual in respect of services rendered to that state or subdivision or authority shall be taxable only in that State. (b) However, such pension shall be taxable only in the other Contracting State if the individual is a resident of, and a national of, that State. I am assuming here that you are a resident of the US ( GC ) but not a citizen/national. Is there more I can do for you ? Namaste ji pk

To claim the Virginia military pay deduction in TurboTax Online:   1. Go to State from the left menu, then Edit or Continue on the Virginia tax return   2. In the list of Virginia tax topics, go to Income and select Edit   3. Under Military select Military Benefits Subtraction and Start or Revisit   4. Enter total qualifying military benefits received   You can subtract up to $40,000 ($80,000 married filing jointly) of your military benefits received from your Federal adjusted gross income to arrive at your Virginia taxable income.   Here is more information on the military benefits  subtraction on the Virginia individual tax return: Military Benefits Subtraction FAQ